For Consumers

For Consumers

Reverse Mortgage Literacy Quiz

A comprehensive retirement income plan should at least address home equity. One commonly misunderstood home equity retirement income solution is a reverse mortgage. Take this 10-question quiz to see how much you understand about reverse mortgages.

Retirement Income Literacy Quiz

If you want to test your knowledge, take the Retirement Income Literacy Quiz. Answer the 38 multiple choice questions and find out just how much you know (or don’t know) about long-term care, Social Security, IRAs, investments, and life insurance. The results may surprise you, but you are sure to learn a thing or two about some of the essential elements of retirement income planning.

Retirement Income 101

To get acquainted with the basics of retirement income planning, start with the Retirement Income 101playlist, a collection of nine short videos. Our faculty will break down the decisions, calculations, and steps involved in developing a cohesive retirement plan. Tax and legal considerations, as well as potential risks, are addressed. Each short video will touch on the elements involved in creating an income stream for retirement.

DesignationCheck.com

DesignationCheck.com provides a search tool to find financial advisors who hold advanced degrees or professional designations from The American College of Financial Services, descriptions of the most common designations, and tips on how to select a financial advisor. The site also offers insight on educational and experience requirements, codes of ethics, examinations, continuing education requirements, enforcement, accreditation, and information about the conferring organization.

DesignationCheck.com is sponsored by The American College of Financial Services, the nation's leading educator of financial professionals.

Reverse Mortgages

Reverse mortgages can be a retiree's saving grace. With the baby boomer generation moving into retirement, we are ill-prepared as a society to provide housing alternatives and resources for this 30 million+ population, who in large part want to stay put in their current homes.

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Related News

A recent survey, the 2017 RICP® Retirement Income Literacy Report, by The American College of Financial Services, found that retirement age women lag significantly behind their male counterparts when it comes to retirement income literacy.

Millennials took over as the largest generational group in the United States workforce in 2015, and by 2020 they will make up over half of the total workforce. If you do not already have a millennial manager, you could be getting one soon.

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How to Plan Around Uncertainty for a Successful Retirement

Planning for retirement is much more than visualizing where you will be spending your time. In this book, author Jamie Hopkins gives practical advice on how to manage retirement risks and improve retirement security.